CDW Corporation (CDW)
NASDAQInformation TechnologyInformation Technology ServicesSnapshot 2026-09-04
NASDAQInformation TechnologyInformation Technology ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · CDW
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $152 CDW trades at 15× p/e, below its 33× p/e peer median. Our $166 fair value sits above the price. We hold it with medium confidence: the peer anchor overstates how cheap it looks. Analysts target $130–$171. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $147.00 | — | — | Analyst | high |
| dcf fcfe | 12M | $235.37 | — | — | Hist. CAGR | high |
| dcf fcff | 12M | $240.22 | — | — | Hist. CAGR | high |
| graham number | 12M | $66.62 | — | — | TTM | high |
| Peer EV/EBITDA |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
$130.00 – $171.00 (median $170.00) · 3 analysts · as of 2026-08-06
Only weak execution quality — not the full expensive x weak x turbulent stack. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Looks cheaper than most peers in the same business.
Around its own typical valuation.
Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| 12M |
| $180.47 |
| 14.5 |
| 15.42 |
| TTM |
| high |
| Peer P/FCF | 12M | $209.44 | 24.1 | 8.70 | TTM | high |
| Peer P/E | 12M | $237.83 | 20.5 | 11.61 | ntm analyst | high |
| Peer P/S | 12M | $682.36 | 3.7 | 184.46 | TTM | high |
| PEG | 12M | $150.11 | 14.6 | 10.29 | TTM | high |
| residual income | 12M | $55.99 | — | — | TTM | high |
| Own P/E history | 12M | $142.61 | 13.9 | 10.29 | TTM | high |
| triangulated | 12M | $347.88 | 33.5 | 10.40 | Triangulated | high |
| Peer P/FCF | 3Y | $224.79 | 24.1 | 9.34 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $267.23 | 20.5 | 13.05 | Analyst | medium |
| Peer P/S | 3Y | $797.60 | 3.7 | 215.61 | Analyst | medium |
| PEG | 3Y | $190.32 | 14.6 | 13.05 | Analyst | medium |
| Own P/E history | 3Y | $180.82 | 13.9 | 13.05 | Analyst | medium |
| Peer P/FCF | 5Y | $235.64 | 24.1 | 9.79 | Hist. CAGR(prov.) | high |
| Peer P/E | 5Y | $295.79 | 20.5 | 14.44 | Analyst | high |
| Peer P/S | 5Y | $882.86 | 3.7 | 238.66 | Analyst | high |
| PEG | 5Y | $210.66 | 14.6 | 14.44 | Analyst | high |
| Own P/E history | 5Y | $200.14 | 13.9 | 14.44 | Analyst | high |